Non Printing Field In Estimates

Sean CresswellSean Cresswell Member Posts: 32
edited November 2018 in Accounts Hosted
Hi there,

Is it possible to assign a [item] entry as a non-printing field? [therefore also - not saved to PDF] ….sort of like NOTES, but in the context of the estimate. [possibly useful in purchase orders & works orders too]

Reason being, in the hand over from sales to our project managers, I want to add information & instructions, but not have these carry over into the invoice creation stage to then be accidentally sent out to the customer. [if by chance there is sensitive information contained]


  • Linda BenfieldLinda Benfield Member Posts: 77
    edited November 2018

    Hi Sean,

    Go to Lists > Templates > Additional Customisation > Header

    From here you can add/remove fields to your template and choose to make them visible on the screen and choose to print/not print.

    You can change the name of the header to suit as well.

    Hope that solves your query!


  • Sean CresswellSean Cresswell Member Posts: 32
    edited November 2018
    Hi Linda,

    Sort of, and is what I'd already looked at doing, but I don't really want to place new "static" headers in the template.
    I'm more hoping to use the "Item List" to control this, as I would like to add information in the description, and on occasion, on this would be on multiple lines. I'd liken it more closely to the "Comment" functionality in Excel.
Sign In or Register to comment.